Thursday, July 13, 2017

Producers Across the Country Are Saving Valuable Selling Time

FOR IMMEDIATE RELEASE


Contact:
ANN ARBOR ANNUITY EXCHANGE
45 RESEARCH DRIVE, ANN ARBOR, MI 48103
info@annuity-exchange.com
www.annuity-exchange.com

 


Producers Across the Country Are Saving Valuable Selling Time
 
Financial service professionals across the country are learning what it means to “Step Into the Light,” as Ann Arbor Annuity Exchange, in conjunction with Insurance Technologies, recently launched a new electronic application submittal system that is available to all producers contracted with Ann Arbor Annuity Exchange through their website portal. FireLight® is an electronic application system that helps producers complete “In Good Order” applications quickly and easily, allowing them to save valuable selling time.


Monday, July 10, 2017

FOUR-PART SERIES: Fiduciary Basics – Duty of Loyalty

FOUR-PART SERIES: Fiduciary Basics – Duty of Loyalty
By Kim O'Brien

(InsuranceNewsNet)

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Ann Arbor Annuity Exchange and its representatives do not give legal or tax advice. Please ensure you are familiar with the new Department of Labor Fiduciary Rule and your responsibilities for transactions involving qualified funds prior to meeting with the client.

Trump’s DOL Backs Fiduciary Rule in Legal Brief

Trump’s DOL Backs Fiduciary Rule in Legal Brief
By John Hilton

(InsuranceNewsNet)

Rising rates increase the appeal of lump-sum pension payouts

Rising rates increase the appeal of lump-sum pension payouts
By Jeff Benjamin

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

Ann Arbor Annuity Exchange and its representatives do not give legal or tax advice. Please ensure you are familiar with the new Department of Labor Fiduciary Rule and your responsibilities for transactions involving qualified funds prior to meeting with the client.
 

Any transaction that involves a recommendation to liquidate a securities product, including those within an IRA, 401(k) or other retirement plan, for the purchase of an annuity or for other similar purposes, can be conducted only by individuals currently affiliated with a properly registered broker/dealer or registered investment adviser. If your financial professional does not hold the appropriate registration, please consult with your own broker/dealer representative or investment adviser representative for guidance on your securities holdings.
 

Coming to a computer near you - July 13!















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This offer is designed for insurance licensed professionals.

Ann Arbor Annuity Exchange is not affiliated with Insurance Technologies, the developer and owner of FireLight®.

Friday, July 07, 2017

FOUR-PART SERIES: Fiduciary Basics – Duty of Diligence

FOUR-PART SERIES: Fiduciary Basics – Duty of Diligence
By Kim O'Brien

(InsuranceNewsNet)

____________________
Ann Arbor Annuity Exchange and its representatives do not give legal or tax advice. Please ensure you are familiar with the new Department of Labor Fiduciary Rule and your responsibilities for transactions involving qualified funds prior to meeting with the client.

Congratulations!

Congratulations to our employees celebrating Spring and Summer work anniversaries!